Sophia Andreou

A market rout in AI and cloud stocks was based on a misreading of Meta’s cloud ambitions, according to SemiAnalysis. The firm says Meta’s data center spending will accelerate, not slow, with 2027 capex set to be ‘shockingly high.’

A new GMAC survey of over 600 global recruiters finds AI skills are the top priority when hiring business school graduates. Yet employers warn that communication, grit, and emotional intelligence are the real differentiators for long-term success.

Michael Burry, the investor who predicted the 2008 crash, warns of a global AI bubble. His bearish call comes as China's AI stocks retreat from a record rally, raising fears of a market correction.

The US is using AI as a geopolitical weapon, cutting off model access and forcing India to choose between dependence on American or Chinese systems. India must urgently build sovereign AI capacity to avoid a permanent strategic gap.

The US briefly banned foreign access to Anthropic's Claude Fable 5, then reversed course. The move signals a volatile AI gatekeeping strategy that may accelerate China's AI dominance and force allies to build sovereign alternatives.

During Japanese PM Sanae Takaichi’s visit, India and Japan unveiled a joint roadmap to strengthen energy resilience through strategic oil stockpiling and to build a human-centric AI ecosystem. The agreements target investment, maritime security, and inclusive tech growth across the Indo-Pacific.

Anthropic and the Trump administration have not discussed the U.S. government taking an equity stake in the AI company, a source says. This contrasts with reports that OpenAI has offered a 5% stake, highlighting a split in how leading AI firms approach government ownership.

A United Nations independent panel warns that AI capabilities are outstripping scientific understanding and government policy, raising the specter of catastrophic harm. The report urges swift action to close the governance gap before autonomous systems cause irreversible damage.

Gurgaon's municipal corporation fired two Assistant Sanitary Inspectors for using AI to fabricate a cleanup photo and GPS spoofing to fake attendance. The cases reveal how consumer tech can undermine digital governance.

India's Supreme Court set aside tribunal orders citing AI-hallucinated precedents, declaring such decisions void and demanding zero tolerance. The bench compared the threat to a methyl isocyanate leak, urging the Bar Council to frame strict guidelines.

Meta is quietly developing a cloud service called Meta Compute to rent out its unused AI computing power. The move could challenge AWS and Azure while pressuring partners like CoreWeave.

Hong Kong's exchange ranked second globally in H1 2026, raising $26.4B. Mainland Chinese firms dominated, with AI chip and food companies leading the charge.

OpenAI has discussed handing a 5% equity stake to the U.S. government, with other AI firms expected to follow. The proposal signals a novel approach to AI oversight through direct ownership.

SpaceX CEO Elon Musk has denied a report that the company developed an AI-powered smartphone prototype, calling it 'utterly false.' The claim, which suggested a device thinner than an iPhone with xAI integration, remains unverified.

Super Micro faces mounting legal heat as Taiwan detains two staff in a probe over alleged illegal AI server exports. The investigation spans multiple companies and connects to a U.S. smuggling case.

For three years, constables in Chhattisgarh’s Bastar range allegedly stole Rs 2 crore by inflating their own pay. AI analysis of 2,000 salary records finally exposed the scheme, leading to arrests and a new era of algorithmic oversight in government payrolls.

The U.S. government is finalizing voluntary standards for AI model releases with major tech companies. The move aims to boost safety and transparency while Congress stalls on regulation.

Hong Kong’s market is set for a $100 billion wave of newly tradable shares as lock-up periods expire, threatening to deepen its underperformance amid a global AI investment surge that is bypassing the city’s tech-heavy index.

A charred scroll from the Vesuvius eruption has been read for the first time using AI, revealing a Stoic treatise. Hundreds more await digital unwrapping, promising a revival of ancient literature.

Together AI has raised $800 million in a funding round led by Aramco Ventures, more than doubling its valuation to $8.3 billion. The startup's platform enables companies to train and run AI workloads on open models at lower costs than closed systems.

Digital infrastructure firm ITG saw shares jump 12.5% in its Nasdaq debut, valuing the Oaktree-backed company at $2.18 billion. The IPO reflects strong investor demand for AI-linked infrastructure, though revenue concentration with Comcast and Charter poses risks.

In the AI era, the US-China rivalry is less about resources and more about institutional agility. Geopolitical expert Marco Vicenzino explains why the nation that adapts fastest will lead.

Meta Platforms is building a cloud computing service to sell excess AI infrastructure, according to a Bloomberg report. The initiative could reduce reliance on advertising and pit the company against cloud giants like Amazon and Microsoft.

Cigna’s Evernorth unit is betting $100 million on AI to fix the slow, costly specialty pharmacy process. Pharmacy Forward aims to cut prescription wait times and improve service for complex patients.

Oxmiq, led by ex-Intel architect Raja Koduri, raised $35M to create a unified chip design that combines graphics, processing, and tensor engines. The startup aims to license the IP, reducing AI chip costs and competing with Broadcom and Marvell.

Record outflows hit South Korea and Taiwan as the AI rally concentrated gains in three chipmakers. Investors rebalanced, taking profits and hunting for value elsewhere in Asia.

Wayve is selling automakers on an AI driving system that learns like a human, avoiding costly mapping. With $2.8 billion in funding and deals with Stellantis and Nissan, the startup faces scrutiny over the 'black box' safety of its end-to-end approach.

The global AI wave powered Asia's manufacturing sector in June, with China, Japan, and South Korea reporting expansion. Robust tech demand offset the Iran conflict's drag, but elevated price pressures signal potential energy shock ahead.

Hong Kong's tech chief warns AI will exceed all previous industrial revolutions, impacting graduates and traditional sectors. The city is launching a HK$50M education programme and developing proprietary LLMs to prepare for the paradigm shift.

European equities rally as oil drops near $70 on Iran ceasefire, but strategists warn this is no lasting shift from U.S. stocks, where AI-fueled earnings keep Wall Street firmly in the lead. Fund flows and structural challenges reinforce the transatlantic divide.